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General Settings
General Settings
General settings of QuoteMachine
+1
71 articles in this collection
Written by
JD,
Tom Burnatowski,
Anna Brundage
and 1 other
Setting up taxes
How to set up taxes rates in QuoteMachine
Written by
Romy Marinus
Updated over a week ago
Printing in QuoteMachine
All about printing your documents in QuoteMachine
Written by
Tom Burnatowski
Updated this week
Downloading a PDF version of your document
Written by
Tom Burnatowski
Updated this week
Automatic Reminders for Unpaid Invoices
How to set up automatic reminders for unpaid invoices
Written by
Romy Marinus
Updated over a week ago
Change taxes in tax-inclusive accounts
How to use the tax functions for tax inclusive accounts
Written by
Romy Marinus
Updated over a week ago
Setting Restrictions on Price lists
limit quantity, customer type, and more.
Written by
Tom Burnatowski
Updated over a week ago
Create a contract document from quote
How to add additional contractual details to a quote
Written by
Anna Brundage
Updated over a week ago
Manage your QuoteMachine subscription
How to update your payment method and access your invoices
Written by
Anna Brundage
Updated over a week ago
Cancelling an Order
Written by
Tom Burnatowski
Updated over a week ago
How to use Zapier with QuoteMachine
Connect QuoteMachine to hundreds of other apps with Zapier
Written by
JD
Updated over a week ago
Connecting with Kangaroo rewards
How to Connect & use Kangaroo rewards integration with QuoteMachine
Written by
Tom Burnatowski
Updated over a week ago
Attaching PDFs to account statements
How to to attach PDFs to your account statements
Written by
Tom Burnatowski
Updated over a week ago
Automatic update of order status
How to set order statuses to change automatically when items are invoiced or checked-in
Written by
Anna Brundage
Updated over a week ago
How to add your tax numbers
Add details to the tax line on your documents
Written by
JD
Updated over a week ago
Collecting a Payment from an Order
How to receive a payment directly from a sales order
Written by
Anna Brundage
Updated over a week ago
Connect QuoteMachine to your own email account
How to connect your email to QuoteMachine to send mail and access calendars.
Written by
Anna Brundage
Updated over a week ago
Connect with Zendesk Sell
How to connect QuoteMachine and Zendesk Sell together
Written by
JD
Updated over a week ago
How to display the location or account email address in the Contact & Document details section
Setting the seller's email displayed in the quotes, invoices and other documents
Written by
Anna Brundage
Updated over a week ago
Using Price Lists for Event Registration
Price lists can be used in many ways
Written by
Tom Burnatowski
Updated over a week ago
How to delete a deposit from a quote
Delete a payment from a quote and convert it to a credit memo
Written by
Anna Brundage
Updated over a week ago
Creating a Return in QuoteMachine
Written by
Tom Burnatowski
Updated over a week ago
Entering Tax by Line Item
QuoteMachine lets you enter a different tax per line item
Written by
Tom Burnatowski
Updated over a week ago
Expiration dates on Quotes
Let your customers know when their quote expires!
Written by
Tom Burnatowski
Updated over a week ago
Using Merge & Custom Fields
Merge fields allow you to input information into your QuoteMachine documents
Written by
Tom Burnatowski
Updated over a week ago
Price Lists in QuoteMachine
Use a price list to showcase and sell your products online
Written by
Tom Burnatowski
Updated over a week ago
Getting Started
Quick start on QuoteMachine
How to set up your account and send your first quotation
Written by
JD
Updated over a week ago
Account Settings
Change your password
How to replace your password with a new one
Written by
JD
Updated over a week ago
Setting up user permissions
How to setup permission groups
Written by
Anna Brundage
Updated over a week ago
Recover your password
Simple steps to get you back in to your account if you've lost your password
Written by
Tom Burnatowski
Updated over a week ago
Multicurrency
How to sell in multiple currencies
Written by
JD
Updated over a week ago
Customizable Payment Types in QuoteMachine
Correctly record the exact payment type you received
Written by
Tom Burnatowski
Updated over a week ago
Integrated Payments
Activate the integration with Stripe Payments
Connect your Stripe account to QuoteMachine and start accepting payments
Written by
JD
Updated over a week ago
Connecting your Stripe Integration
Existing Stripe users also need to reconnect their Stripe accounts to complete the update.
Written by
Tom Burnatowski
Updated over a week ago
Setting up ACH
How to set up ACH and deal with errors
Written by
Romy Marinus
Updated over a week ago
Setting up ACH Payments
A new way to get paid in QuoteMachine
Written by
Tom Burnatowski
Updated over a week ago
Saving a new card on file without capturing payment.
QuoteMachine allows to add a credit card to a contacts information at any point.
Written by
Tom Burnatowski
Updated over a week ago
Save a credit card on file while capturing payment
How to save a credit card securely to automate payments
Written by
JD
Updated over a week ago
Use credit card on file
How to take a payment using a card saved on file
Written by
JD
Updated over a week ago
Template Design and Customization
Taking an E-Signature in QuoteMachine
How to get signatures from your customers
Written by
Tom Burnatowski
Updated over a week ago
Changing your Font & Color Scheme
Personalize your documents and stay on brand.
Written by
Tom Burnatowski
Updated over a week ago
Creating & Editing Document templates
How to edit and personalize your document templates in QuoteMachine
Written by
Tom Burnatowski
Updated over a week ago
Background image on proposals
How to use a background image with your documents
Written by
JD
Updated over a week ago
Hide QuoteMachine logo from emails and documents
How to remove the "Get started" message from emails and the bottom of your documents.
Written by
JD
Updated over a week ago
Custom order statuses
Create your own order statuses
Written by
JD
Updated over a week ago
Remove a customer’s email from a template
How to hide a customer’s email from a quote, order or invoice template
Written by
Anna Brundage
Updated over a week ago
Custom Fields on documents
Create a custom form for your customers to enter in their own information.
Written by
Tom Burnatowski
Updated over a week ago
Custom Fields
Custom Fields are a great way to customize your QuoteMachine experience.
Written by
Tom Burnatowski
Updated over a week ago
Variable fields in emails
How to personalize emails with merge fields
Written by
JD
Updated over a week ago
Using the Custom Pricing Table
Use a custom pricing table in your QuoteMachine documents
Written by
Tom Burnatowski
Updated over a week ago
Adding ageing reports into documents
How to add ageing reports into your invoices and account statements
Written by
Tom Burnatowski
Updated over a week ago
Display a deposit on a quote
How to show a deposit or pre-payment requirement on a Quote
Written by
JD
Updated over a week ago
Display account statements within invoices
How to include a list of every credit memos available, outstanding and overdue invoices into your documents.
Written by
JD
Updated over a week ago
Insert video in proposal template
How to use videos in your proposals
Written by
JD
Updated over a week ago
Calendar and Scheduling features
Adding an event to a calendar
How to add an event to a calendar from any document in QuoteMachine
Written by
Anna Brundage
Updated over a week ago
Link a calendar event to a group in the pricing table
How to link calendar events to groups in your pricing tables
Written by
Romy Marinus
Updated over a week ago
Setting up a calendar in QuoteMachine
How to create a calendar for scheduling pages and events
Written by
Anna Brundage
Updated over a week ago
Creating a "round robin" scheduling page
How to pool availability from all your team members into one scheduling page
Written by
Anna Brundage
Updated over a week ago
Creating Scheduling Pages in QuoteMachine
How to create scheduling pages and send them to your customers
Written by
Anna Brundage
Updated over a week ago
Introducing Scheduling Pages
How QuoteMachine's scheduling page feature can help you manage your business
Written by
Anna Brundage
Updated over a week ago
How to send a scheduling page from a quote, invoice or order
Learn how to configure your scheduling pages to be available from quotes, invoices and orders
Written by
Anna Brundage
Updated over a week ago
Shipping Management
How to edit the shipping address of a document
Changing the shipping address on a quote or invoice
Written by
Anna Brundage
Updated over a week ago
How to create a packing slip
Creating a pick and pack slip
Written by
Anna Brundage
Updated over a week ago
Display shipping address on a document template
How to add a customer shipping address to a quote
Written by
Anna Brundage
Updated over a week ago
Add a shipping address to a customer contact profile
Adding a shipping address that differs from the customer billing address
Written by
Anna Brundage
Updated over a week ago
Emails, SMS and Notifications
Email Notification Settings
Control what email notifications you receive
Written by
Tom Burnatowski
Updated over a week ago
Reconnecting your Email integration
How to disconnect and reconnect your email integration
Written by
Tom Burnatowski
Updated over a week ago
SMS Feature
How to use QuoteMachine's SMS feature
Written by
Romy Marinus
Updated over a week ago
How to use your own email servers to send emails
How to customize the sender email address
Written by
JD
Updated over a week ago
Resending a QuoteMachine document
how to resend quotes, order, invoices
Written by
Tom Burnatowski
Updated over a week ago
Send a document to several recipients
How to send an email to several contacts
Written by
JD
Updated over a week ago
Has the customer received my email?
How to ensure your emails are read and what to do when they are not.
Written by
JD
Updated over a week ago